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UnitedHealth

3,466 hedge funds and large institutions have $474B invested in UnitedHealth in 2024 Q3 according to their latest regulatory filings, with 241 funds opening new positions, 1,415 increasing their positions, 1,424 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 130

17% more funds holding in top 10

Funds holding in top 10: 270315 (+45)

15% more capital invested

Capital invested by funds: $412B → $474B (+$62.1B)

2% more funds holding

Funds holding: 3,3953,466 (+71)

0.44% more ownership

Funds ownership: 87.89%88.33% (+0.44%)

1% less repeat investments, than reductions

Existing positions increased: 1,415 | Existing positions reduced: 1,424

5% less call options, than puts

Call options by funds: $4.64B | Put options by funds: $4.89B

Holders
3,466
Holders Change
+71
Holders Change %
+2.09%
% of All Funds
49.76%
Holding in Top 10
315
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+16.67%
% of All Funds
4.52%
New
241
Increased
1,415
Reduced
1,424
Closed
130
Calls
$4.64B
Puts
$4.89B
Net Calls
-$249M
Net Calls Change
-$362M
Name Holding Trade Value Shares
Change
Change in
Stake
APG
1976
Abacus Planning Group
South Carolina
$1.48M +$281K +497 +24%
ATS
1977
Ashton Thomas Securities
New York
$1.48M +$803K +1,419 +128%
AIC
1978
Archer Investment Corporation
Indiana
$1.47M -$1.7K -3 -0.1%
CIAS
1979
CFS Investment Advisory Services
New Jersey
$1.47M +$154K +272 +12%
ECG
1980
Edge Capital Group
Georgia
$1.47M -$316K -559 -18%
SFWA
1981
Summit Financial Wealth Advisors
Louisiana
$1.47M +$1.7K +3 +0.1%
EWM
1982
Evermay Wealth Management
Virginia
$1.47M -$20.4K -36 -1%
PWM
1983
Prentice Wealth Management
New York
$1.46M +$23.2K +41 +2%
DIM
1984
Delta Investment Management
California
$1.46M -$731K -1,293 -34%
MA
1985
MJP Associates
Connecticut
$1.46M -$45.8K -81 -3%
MUAMU
1986
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.46M -$56.6K -100 -4%
NB
1987
Nicolet Bankshares
Wisconsin
$1.46M -$55.4K -98 -4%
CFLC
1988
California First Leasing Corp
California
$1.46M
SIAG
1989
Safeguard Investment Advisory Group
California
$1.45M -$149K -263 -10%
LFP
1990
Leeward Financial Partners
Washington
$1.45M +$33.4K +59 +2%
HI
1991
Humankind Investments
New York
$1.45M -$65.6K -116 -4%
RWM
1992
RKL Wealth Management
Pennsylvania
$1.44M +$65.6K +116 +5%
NHC
1993
Nicholas Hoffman & Company
Georgia
$1.44M +$7.92K +14 +0.6%
BWP
1994
BSW Wealth Partners
Colorado
$1.44M +$236K +418 +21%
BCG
1995
Breakwater Capital Group
New Jersey
$1.44M +$27.7K +49 +2%
PCP
1996
Proficio Capital Partners
Massachusetts
$1.44M -$484K -855 -26%
PWP
1997
Private Wealth Partners
California
$1.43M +$170K +300 +14%
RIA
1998
Regal Investment Advisors
Michigan
$1.43M -$301K -532 -18%
VCM
1999
Vivaldi Capital Management
Illinois
$1.43M +$85.4K +151 +7%
GWA
2000
Gratus Wealth Advisors
Virginia
$1.42M -$26K -46 -2%

UNH Hedge Fund Activity: Q3 2024 in Review

3,466 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2024, worth a combined $474B — up 15% from $412B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new UNH positions and 130 closed out — a net gain of 111 holders — while 1,415 added to existing stakes and 1,424 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $2.99B. The largest seller was Capital World Investors, cutting an estimated $1.01B.

  • 3,466 institutional investors held UnitedHealth (UNH) as of Q3 2024, up from 3,395 in Q2 2024.
  • Funds reported $474B of UnitedHealth stock for Q3 2024, up 15% quarter-over-quarter.
  • 241 funds opened new UnitedHealth positions in Q3 2024 and 130 closed out, a net change of +111 holders.
  • The largest UnitedHealth buyer in Q3 2024 was International Assets Investment Management, an estimated $2.99B added.
  • The largest UnitedHealth seller in Q3 2024 was Capital World Investors, an estimated $1.01B sold.

Based on aggregated 13F filings for Q3 2024.